magazine archive
magazine archive
Feature
Investment outlook: 10 big questions for 2021
Thursday 17 Dec 2020One cannot help feeling more optimistic about 2021 after the year we’ve just experienced. Everyone would agree that it’s been a testing time and hopefully we’re past the worst. Yes, there are still plenty of hurdles to clear. The pandemic continues to rage, unemployment levels are worrying, the...
Lacklustre UK performance makes international diversification vital
Thursday 10 Dec 2020We are all being urged to shop local as part of a rescue package to save British high streets. The UK Government has pressed shoppers to visit their high street to support businesses stripped of footfall during pandemic lockdowns. We’ll leave readers to draw their own conclusions about where and...
Big drug companies: The ones to make the world and your portfolio healthy
Thursday 10 Dec 2020This year has reminded the world about the importance of the pharmaceutical industry and investors have understandably become very interested in the sector’s big players. With a vaccine for Covid-19 now being rolled out, the market’s attention is moving on to earnings prospects for companies...
Want growth? China is the answer
Thursday 03 Dec 2020Experts believe that China will dominate global growth over the next decade as it continues to push ahead with its massive transition into a consumer-based economic superpower. This outlook, together with the fact it is already home to some of the most exciting and innovative growth companies,...
Three cheap UK stocks to buy in the value rally
Thursday 03 Dec 2020With markets jumping last month on a combination of clarity over US politics and hopes of a vaccine-led economic recovery, unloved value stocks have rallied more than most. Many, like banks, energy and travel stocks, still face major headwinds even if their businesses are ever to return to anything...
Digital Christmas: Four stocks to bring joy
Thursday 26 Nov 2020A second national lockdown in England and restrictions in Wales and Scotland mean the run-up to Christmas 2020 will be very different to anything retailers and shoppers have experienced before. This year is going to be a digital Christmas and that has implications for numerous companies on the...
Our view on the AIM stock which has returned over 1,000% this year
Thursday 26 Nov 2020Having delivered a return for shareholders of over 1,170% this year, it’s fair to say AIM-quoted gold miner Greatland Gold ( GGP:AIM ) has generated a considerable amount of excitement among investors this year. The £875 million market cap company is a gold explorer, a type of mining company that...
Emerging markets: Views from the experts
Thursday 26 Nov 20201. Emerging market (EM) small-capitalisation (small-cap) stocks outperformed their large-cap counterparts over the last six months. A catch up from the sharp underperformance in the first quarter was a key driver of the stronger EM small-cap recovery. EM small caps have attracted less investor...
Emerging markets: large caps versus small caps
Thursday 26 Nov 2020Investing in emerging markets is generally seen as involving a different set of challenges and risks when compared with their more mature counterparts. In this context small cap emerging market firms add another layer of risk, given smaller businesses are more prone to failure. However, there are...
How Fundsmith Emerging Equities Trust plans to fix performance
Thursday 19 Nov 2020Launched to much fanfare in 2014, it’s fair to say the performance of emerging markets investment trust Fundsmith Emerging Equities Trust ( FEET ) hasn’t quite gone according to plan over the past six years. Since inception the trust has significantly lagged its benchmark, delivering a total return...